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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
951
TBH Global Asset Management
Tennessee
$521K -$1.9K -10 -0.4%
D.E. Shaw & Co
952
D.E. Shaw & Co
New York
$521K -$4.69M -24,689 -90%
FCH
953
Freestone Capital Holdings
Washington
$520K +$40.3K +212 +9%
CA
954
CGN Advisors
Kansas
$519K +$146K +771 +41%
LA
955
LexAurum Advisors
Kansas
$515K +$13.9K +73 +3%
TCA
956
Trifecta Capital Advisors
Illinois
$514K +$570 +3 +0.1%
WF
957
Welch & Forbes
Massachusetts
$513K – – –
LWM
958
LJI Wealth Management
Indiana
$510K +$190 +1 +0%
EWM
959
Executive Wealth Management
Michigan
$509K +$491K +2,584 New
PWPS
960
Pinnacle Wealth Planning Services
Ohio
$508K -$107K -561 -18%
SSW
961
Stone Summit Wealth
Florida
$505K -$190 -1 -0%
PGF
962
Plan Group Financial
Oklahoma
$503K -$590K -3,105 -55%
IRAG
963
Investment Research & Advisory Group
Georgia
$502K – – –
E
964
ETFidea
New York
$502K -$38.2K -201 -7%
AC
965
Apella Capital
Connecticut
$500K +$4.18K +22 +0.9%
GI
966
GAMMA Investing
California
$495K – – –
CWS
967
Confluence Wealth Services
Pennsylvania
$494K -$18.8K -99 -4%
HNWAG
968
High Net Worth Advisory Group
Florida
$493K – – –
NRC
969
New Republic Capital
North Carolina
$491K -$760 -4 -0.2%
SG
970
StoneX Group
New York
$487K +$13.9K +73 +3%
4WM
971
4J Wealth Management
Virginia
$486K – – –
SW
972
SkyOak Wealth
Michigan
$484K – – –
LJAC
973
L.J. Altfest & Co
New York
$484K +$1.14K +6 +0.2%
VWA
974
Visionary Wealth Advisors
Illinois
$484K -$190 -1 -0%
EPA
975
Element Pointe Advisors
Florida
$481K – – –